Shaun serves as Senior Portfolio Manager for The Walker Group. He sets investment strategy and oversees equity and fixed income portfolios for our clients, and has assisted multi-generational families and corporate executives for almost 30 years.
Shaun graduated from Washington State University in 1984 with a degree in Finance and Accounting and started his career working at the NASD (now FINRA) where he audited broker-dealers for regulatory compliance. In 1987, he was hired by Murphey Favre, a Seattle brokerage firm, to assist in their compliance efforts and soon transitioned to the retail/portfolio side, spending the next decade there. Shaun eventually joined Ragen MacKenzie, and after that was purchased by Wells Fargo, Shaun moved to McAdams Wright Ragen where he remained through the acquisition by Baird.
Shaun and his wife live in Seattle and have three children.